Parallel Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Parallel Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.89M	Sell	19,734 -374	-2%	-$51.6K	0.04%	256
2026 Q1	$2.58M	Sell	20,108 -293	-1%	-$39.6K	0.05%	252
2025 Q4	$2.79M	Buy	20,401 +4,633	+29%	+$647K	0.05%	233
2025 Q3	$2.25M	Buy	15,768 +4,732	+43%	+$669K	0.04%	264
2025 Q2	$1.53M	Buy	11,036 +1,346	+14%	+$170K	0.03%	319
2025 Q1	$1.14M	Buy	9,690 +1,018	+12%	+$131K	0.03%	370
2024 Q4	$1.1M	Buy	8,672 +18	+0.2%	+$2.29K	0.02%	371
2024 Q3	$1.02M	Sell	8,654 -184	-2%	-$20.6K	0.02%	381
2024 Q2	$975K	Buy	8,838 +164	+2%	+$18K	0.03%	368
2024 Q1	$990K	Buy	8,674 +377	+5%	+$40.8K	0.03%	367
2023 Q4	$867K	Buy	8,297 +1,048	+14%	+$99.3K	0.03%	364
2023 Q3	$662K	Buy	7,249 +277	+4%	+$26.5K	0.02%	385
2023 Q2	$674K	Buy	6,972 +103	+1%	+$9.39K	0.02%	399
2023 Q1	$625K	Buy	6,869 +800	+13%	+$71.4K	0.02%	400
2022 Q4	$507K	Sell	6,069 -25	-0.4%	-$2.1K	0.02%	406
2022 Q3	$478K	Buy	6,094 +202	+3%	+$17.4K	0.02%	397
2022 Q2	$467K	Hold	5,892	–	–	0.02%	419
2022 Q1	$601K	Sell	5,892 -480	-8%	-$47.8K	0.02%	381
2021 Q4	$734K	Buy	6,372 +82	+1%	+$9.56K	0.03%	338
2021 Q3	$705K	Buy	6,290 +81	+1%	+$9.32K	0.03%	323
2021 Q2	$703K	Hold	6,209	–	–	0.03%	318
2021 Q1	$634K	Buy	6,209 +480	+8%	+$50.2K	0.03%	309
2020 Q4	$588K	Sell	5,729 -51	-0.9%	-$4.85K	0.03%	300
2020 Q3	$500K	Buy	5,780 +852	+17%	+$71.9K	0.03%	306
2020 Q2	$389K	Sell	4,928 -290	-6%	-$21K	0.03%	359
2020 Q1	$317K	Hold	5,218	–	–	0.03%	340
2019 Q4	$398K	Sell	5,218 -766	-13%	-$56.2K	0.03%	332
2019 Q3	$423K	Buy	5,984 +2	+0%	+$144	0.04%	297
2019 Q2	$427K	Hold	5,982	–	–	0.04%	272
2019 Q1	$406K	Sell	5,982 -478	-7%	-$30.7K	0.05%	256
2018 Q4	$370K	Buy	6,460 +1,104	+21%	+$67.2K	0.05%	244
2018 Q3	$361K	Buy	5,356 +844	+19%	+$56.1K	0.04%	266
2018 Q2	$285K	Sell	4,512 -42	-0.9%	-$2.64K	0.04%	271
2018 Q1	$280K	Hold	4,554	–	–	0.04%	264
2017 Q4	$275K	Sell	4,554 -400	-8%	-$23.5K	0.05%	262
2017 Q3	$288K	Hold	4,954	–	–	0.05%	256
2017 Q2	$272K	Sell	4,954 -1,096	-18%	-$58.3K	0.05%	266
2017 Q1	$318K	Sell	6,050 -2,394	-28%	-$122K	0.06%	215
2016 Q4	$411K	Buy	+8,444	New	+$407K	0.1%	155

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Parallel Advisors's IWP Position: Q2 2026 in Review

Parallel Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, selling an estimated $51.6K and leaving 19,734 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #256.

Parallel Advisors first reported a position in IWP in Q4 2016 and has held it in 39 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Parallel Advisors held 19,734 shares of iShares Russell Mid-Cap Growth ETF worth $2.89M as of Q2 2026.
Parallel Advisors sold 374 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $51.6K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Parallel Advisors's portfolio in Q2 2026, its #256 holding.
Parallel Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.